Job Overview

Our client is a New Zealand-based tax refund services company seeking a confident, motivated, and results-driven Outbound Sales & Sign-Up Specialist. The primary responsibility is to contact prospective and previous clients by telephone and successfully guide them through completing their tax refund service applications during the call. The successful candidate will work from a custom-built calling console that provides client details, calling lists, and the tools required to manage each conversation. This is a dedicated outbound calling and conversion role. Our client is looking for someone who enjoys speaking with people, can confidently handle objections, and has a proven ability to turn conversations into completed sign-ups.

Client Overview

Our client is an established independent tax agency based in New Zealand, serving over 43,000 clients since 2010. They specialize in helping individuals navigate tax returns, income tax, and donation rebates, providing personalized assistance to those who prefer expert guidance over government-only channels. The agency is in a growth phase and expanding their outreach capabilities during the quieter season.

Schedule: Monday - Friday, 3:00 PM - 7:00 PM NZDT (20 work hours per week)

Responsibilities:

• Make outbound calls to prospective and previous clients using the company's calling console.
• Build rapport quickly and explain the company's services and fees in a clear, friendly, and confident manner.
• Encourage clients to complete their applications during the phone conversation.
• Guide clients through the full sign-up process, ensuring all required information and authorisations are obtained.
• Answer questions, address concerns, and handle objections professionally.
• Follow the calling console's workflow and accurately select the appropriate call outcomes.
• Arrange callbacks when clients are genuinely unable to complete their applications immediately.
• Maintain consistent calling activity throughout scheduled working hours.
• Work towards agreed daily and weekly completed sign-up targets.

Requirements:

• Minimum 2–3 years of proven outbound sales or telesales experience.
• Demonstrated success converting phone conversations into completed sales, registrations, or sign-ups.
• Excellent spoken English with clear, confident telephone communication.
• Strong objection-handling, persuasion, and closing skills.
• Comfortable making a high volume of outbound calls.
• Ability to follow a structured calling process while keeping conversations natural and engaging.
• Confident using web-based software and learning new systems.
• Reliable, self-motivated, and comfortable working independently.
• Strong attention to detail when collecting client information and completing applications.

Qualifications:

• Previous outbound sales experience with New Zealand or Australian customers.
• Experience converting warm leads or re-engaging previous customers.
• Experience in financial services, insurance, or other service-based sales environments.
• Experience completing applications or customer registrations over the telephone.

Performance Expectations:

Performance will be assessed primarily on:

• Number of successfully completed client applications.
• Conversion rate from connected conversations to completed applications.
• Consistency of outbound calling activity.
• Accuracy and completeness of applications.
• Note: All calling activity, outcomes, and performance metrics are monitored through the company's internal calling console.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.